Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MASVX (MADISON SMALL CAP FUND SMALL CAP FUND CLASS A) | NA | 23.90% | 11.11% | 9.67% | 11.11% | NA | NA | … | … |
Data as of 10/12/2021, Common starting date is 01/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MASVX (MADISON SMALL CAP FUND SMALL CAP FUND CLASS A) | 01/04/2007 | 10/12/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 23.90 | 11.11 | 9.67 | 11.11 | NA | NA | … | … | 4.99 | 15.73 | 6.45 | -13.22 | 2.74 | 21.91 | -1.52 | 6.06 | 31.79 | 15.37 | 0.13 | 25.39 | 28.92 | -26.90 | -3.15 |
| Sharpe Ratio | NA | 1.20 | 0.40 | 0.40 | 0.55 | NA | NA | … | … | 0.31 | 0.41 | 0.53 | -0.94 | 0.12 | 1.26 | -0.10 | 0.44 | 2.41 | 0.99 | 0.00 | 1.13 | 0.84 | -0.66 | -0.33 |
| Standard Deviation(%) | NA | 19.86 | 25.82 | 22.29 | 19.64 | NA | NA | … | … | 20.50 | 37.46 | 15.61 | 15.51 | 17.07 | 17.17 | 15.44 | 13.86 | 13.20 | 15.59 | 30.89 | 22.31 | 34.49 | 42.30 | 18.94 |
| Draw Down(%) | NA | 16.45 | 40.03 | 41.68 | 41.68 | NA | NA | … | … | 16.45 | 40.03 | 9.02 | 24.50 | 10.40 | 10.74 | 13.88 | 9.99 | 6.33 | 11.19 | 25.48 | 18.60 | 34.56 | 46.45 | 15.48 |
| Yield(%) | 0.00 | 7.39 | 11.44 | 9.59 | 9.87 | 7.00 | 5.25 | … | … | 0.00 | 7.68 | 4.54 | 25.09 | 7.67 | 3.76 | 3.68 | 5.64 | 5.05 | 5.87 | 3.14 | 0.53 | 0.10 | 0.16 | 2.26 |
Data as of 10/12/2021, Common starting date is 01/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MASVX (MADISON SMALL CAP FUND SMALL CAP FUND CLASS A) |
-8.35%
Mar 2017 – Mar 2020 |
-2.62%
Mar 2015 – Mar 2020 |
5.29%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MASVX (MADISON SMALL CAP FUND SMALL CAP FUND CLASS A) |
31.52%
Feb 2009 – Feb 2012 |
26.38%
Feb 2009 – Feb 2014 |
15.41%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart